Always gather knowledge about clients
The better you know your client relationships, the more successful your firm will be.
Map out a plan to conduct qualitative and quantitative research, using:
• online surveys
• printed surveys
• 1-on-1 interviews over the phone
• 1-on-1 interviews in person
• focus groups
• advisory boards
• third-party research reports
As each client relationship transpires, they introduce new opportunities to gain knowledge. Thus, the research should be consistent year after year to provide a tool to measure success.
If you need help instituting a research plan for your clients, or need a third party to conduct research, contact Byrnes Consulting today.